Capital Advisors Ltd’s First Trust Enhanced Short Maturity ETF FTSM Stock Holding History

Capital Advisors Ltd’s Portfolio FTSM Stock Details FTSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,252	Closed	-$75K	–	420
2019 Q2	$75K	Buy	+1,252	New	+$75.2K	0.02%	243
2019 Q1	–	Sell	-332	Closed	-$20K	–	433
2018 Q4	$20K	Hold	332	–	–	0.01%	336
2018 Q3	$20K	Hold	332	–	–	0.01%	361
2018 Q2	$20K	Hold	332	–	–	0.01%	285
2018 Q1	$20K	Hold	332	–	–	0.01%	275
2017 Q4	$20K	Hold	332	–	–	0.01%	279
2017 Q3	$20K	Sell	332 -3,836	-92%	-$230K	0.01%	282
2017 Q2	$250K	Buy	+4,168	New	+$250K	0.09%	104

Other funds holding FTSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return